Rookies & TraineesCommented on: 7 years ago (November 15, 2007)
What the hell happened to this place? Corporate strategist? I thought this forum was for registered reps, or, as someone put it a few months back, securities salespeople.
Rookies & TraineesCommented on: 8 years ago (August 21, 2007)
I've got an MS access DB that I put together that sorts my contacts by 'follow-up date.' Basically, I come in to work and click my way through my follow-ups for the day as I make the calls (...
Prospecting, Marketing and SellingCommented on: 8 years ago (August 19, 2007)
I bet there is an opportunity on doing UGMA->529 conversions for the affluent.
GeneralCommented on: 8 years ago (August 16, 2007)
Did I see someone streaming CNBC on their computer in my office? I couldn't find it on the site...
Prospecting, Marketing and SellingCommented on: 8 years ago (August 16, 2007)
What do you mean by "old-schoolers?" Are you saying they're old people or that they have old fashioned beliefs?
For a great many people there is an emotional...